Associate Financial Advisor

Baird
Chicago
Workplace: OnsiteFull timeUSD 68,600 - 92,900 annuallyFunction: Finance & AccountingExperience: 3+ yearsEducation: bachelorsSkills: ["Excellent presentation","Interpersonal communication","Written communication","Self-starter","Independent work"]

Provide specialized support to an individual Financial Advisor to deliver sophisticated wealth management services. You’ll help drive client service quality, engage prospects, and create customized annual financial plans using research and analysis. Partner with the advisor on investment solutions, provide financial education for long-term planning and topics like Social Security/Medicare and taxes, assist with marketing efforts, and document/support the closing of opportunities.

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Baird
Baird
3 days ago

Associate Financial Advisor

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide specialized support to an individual Financial Advisor to deliver sophisticated wealth management services. You’ll help drive client service quality, engage prospects, and create customized annual financial plans using research and analysis. Partner with the advisor on investment solutions, provide financial education for long-term planning and topics like Social Security/Medicare and taxes, assist with marketing efforts, and document/support the closing of opportunities.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Operate within the team’s client service and wealth management strategy to ensure high-quality client service.
  • •Engage clients and prospects, frame discussions, and convey the team mission to support additional business opportunities.
  • •Review, research, and analyze data to create customized annual financial plans, then deliver the plans with the Financial Advisor/Team.
  • •Identify best investment solutions to implement the plan in partnership with the Financial Advisor/Team and assist with marketing efforts such as newsletters or LinkedIn.
  • •Document, follow up, and support the closing of opportunities from the financial planning process, and serve as a specialist for financial planning queries.

Pay and Benefits

Salary: USD 68,600 - 92,900 annually

Key Requirements

  • •Bachelor's degree required.
  • •Must be committed to pursuing specialized professional designations (e.g., CFP, CPWA, JD) or equivalent within one year of starting the role.
  • •Must hold SIE and Series 7/66 (or Series 7/63/65) licenses.
  • •Minimum of three years of investment experience in a client-facing role.
  • •Excellent presentation, interpersonal, and written communication skills, with ability to work independently.
Experience:3+ years
Education:Bachelor's
Skills:Excellent presentationInterpersonal communicationWritten communicationSelf-starterIndependent work
Licenses:SIESeries 7/66Series 7/63/65
Certifications:CFPCPWAJD

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn